Lisa Donaldson
Mesquite,TX
Summary
Dynamic individual with hands-on experience in Business Development, and a talent for navigating challenges. Enhancing customer engagement and helping streamline operations with my team. Heavily involved with CRM software and providing exceptional customer service. I foster strong client and vendor relationships, meeting targeted goals. I bring forward-thinking skills, problem-solving skills, and a proactive approach to new tasks. I am known for my adaptability, creativity, and result-oriented mindset. I am committed to making meaningful contributions and advancing the organizational goals.
Overview
20
20
years of professional experience
3
3
Certification
Work History
Marketing and Business Development Coordinator /Administrative Assistant
Christian Care Communities & Services
Mesquite, TX
05.2015 - Current
- Coordinate ordering all Marketing Materials, and promotional giveaways for 3 communities.
- Work with CRM software to manage customer information and track sales activities efficiently. Heavy communication with potential clients.
- Managed social media campaigns to increase brand engagement.
- Oversee preparation of marketing printing, emails, and other collateral, along with website review.
- Maintained confidentiality of sensitive information.
- Deliver excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Promote a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Coordinate office supply inventory, and assist supervisor with operation tasks.
- Support executive staff through scheduling meetings, and preparing documents and invoice processing.
- Manage expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Interact with vendors, contractors, and professional services personnel to order and receive orders, direct activities, and communicate instructions.
- Facilitate timely delivery of special projects to meet organizational and departmental objectives.
- Opened and properly distributed incoming mail.
Owner / Designer
DBL Decorators
Sachse, TX
04.2005 - 05.2015
- Developed and maintained strong client relationships, resulting in repeat business and referrals.
- Oversaw and managed daily operations, ensuring all tasks were completed accurately and efficiently.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service. My work was included in the Plano Texas parade of homes.
Executive Assistant
Automated Circuit Design
Richardson, TX
03.2010 - 10.2011
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings, and appointments, and coordinating travel arrangements to optimize time.
- Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
- Processed travel expenses and reimbursements for the executive team and senior management group.
- Organized and coordinated conferences and monthly meetings.
- Answered a high volume of phone calls and email inquiries.
- Coordinated AP Invoices, and called on receivables.
Paraprofessional
Garland Independent School District
Garland, TX
08.2008 - 03.2010
- Improved classroom management by assisting teachers with behavioral interventions and monitoring student progress.
- Supervised 30 students during non-instructional periods such as lunch, recess, or field trips, ensuring safety at all times.
- Fostered a positive learning environment by establishing a strong rapport with students, parents, and faculty.
- Collaborated with teachers to develop and implement individualized education plans for students with special needs.
- Strengthened student literacy skills through targeted reading intervention programs tailored to individual needs.
- Ensured compliance with state regulations by maintaining thorough documentation of services provided to students with disabilities.
- Loved on all the children.
Office Manager
Research Across America
Dallas, TX
01.2007 - 08.2007
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Handled sensitive information with discretion, maintaining the confidentiality of company documents.
- Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
- Served as a liaison between upper management and staff members, facilitating communication to address concerns or issues promptly.
- This was a temporary assignment, a clinical research double-blind study funded by the drug company Prometa.
- Coordinated 200 challenging individuals with addictions to show up to appointments and rewarded them for participating in the study.
Education
High School Diploma -
No Degree - Medical Management
- Continuing education in Medical field
Skills
- CRM software
- Direct mail campaigns, email marketing
- Event Planning
- Analytical thinking
- MS office suite
- Excellent Customer Service
- Account Reconciliation / Budgeting
- Expense reports
- Vendor relations
Certification
- Basic Life Support Certification (BLS)
- HIPPA Certified
- Certified Dementia Practitioner (CDP)
Timeline
Marketing and Business Development Coordinator /Administrative Assistant - Christian Care Communities & Services
05.2015 - Current
Executive Assistant - Automated Circuit Design
03.2010 - 10.2011
Paraprofessional - Garland Independent School District
08.2008 - 03.2010
Office Manager - Research Across America
01.2007 - 08.2007
Owner / Designer - DBL Decorators
04.2005 - 05.2015
Warren Travis White - High School Diploma,
Richland College - No Degree, Medical Management